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UTI vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2193 Cr | ₹2921 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 10 Aug 2023 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | % |
| Expense Ratio | 2.04 | 1.96 |
| Manager | Ritika Behera | Sachin Trivedi |
| ISIN Code | INF194KA1UE8 | INF789F1AYT7 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | 1.36% | 0.67% |
| 6 Month | -0.46% | 1.5% |
| 1 Year | 6.38% | 8.28% |
| 3 Year | 13.19% | - |
| 5 Year | 12.2% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.35% | 4.35% |
| 1 Year | 6.11% | 7.87% |
| 3 Year | 11.3% | - |
| 5 Year | 10.19% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 8.94% | 11.65% |
| 3 Year | 8.56% | - |
| 5 Year | 9.08% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 7.606% | - |
| Sharp | 0.199% | - |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Name | Ritika Behera | Sachin Trivedi |
| Total AUM | ₹43013 Cr | ₹7301 Cr |
| Funds Managed | 19 | 3 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 16.93 | 33.97 |
| Large Cap | 63.97 | 57.94 |
| Small Cap | 11.1 | 3.06 |
| Mid Cap | 8 | 5.03 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 16.17 | 33.97 |
| Communication Services | 4.98 | 4.72 |
| Energy | 3.15 | 3.89 |
| Technology | 12.95 | 7.9 |
| Financial Services | 25.51 | 23.86 |
| Basic Materials | 6.1 | 4.18 |
| Industrials | 4.74 | 3.95 |
| Consumer Cyclical | 9.51 | 7.55 |
| Consumer Defensive | 6.86 | 5.41 |
| Healthcare | 7.43 | 2.41 |
| Utilities | 1.15 | 1.98 |
| Real Estate | 1.46 | 0.2 |
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